Anic Equity¶
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Total return since start: 0.549 %¶
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Equity now: -----------------------------> 47309.85 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 45914.87 Kr¶
PnL: ---------------------------------------> -973.7 Kr¶
DD now: ---------------------------------> -2.714 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-26 16:40:59.164260'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| FM Mattsson Mora Group B | 50 | 2.820000 | 3095.000000 | 168.000000 | 5.740000 | 2927.000000 |
| HEBA B | 70 | -0.880000 | 2765.000000 | 129.000000 | 4.890000 | 2636.000010 |
| HMS Networks | 2 | 15.270000 | 797.200000 | 124.200000 | 18.450000 | 673.000000 |
| SAAB B | 8 | 0.800000 | 3435.200000 | 58.200000 | 1.720000 | 3377.000000 |
| MedCap | 2 | 0.430000 | 463.000000 | 42.000000 | 9.980000 | 421.000000 |
| Samhällsbyggnadsbo. i Norden B | 20 | 0.080000 | 392.300000 | 37.300000 | 10.510000 | 355.000000 |
| Nordea Bank Abp | 29 | 0.350000 | 3481.160000 | 27.160000 | 0.790000 | 3453.999992 |
| Corem Property Group B | 59 | -2.490000 | 601.800000 | 24.800000 | 4.300000 | 576.999999 |
| AcadeMedia | 12 | -1.150000 | 578.880000 | 21.880000 | 3.930000 | 557.000004 |
| Resurs Holding | 22 | -1.680000 | 591.800000 | 17.800000 | 3.100000 | 573.999998 |
| Intrum | 4 | 2.720000 | 544.600000 | 17.600000 | 3.340000 | 527.000000 |
| Swedbank A | 3 | -0.230000 | 578.400000 | 14.400000 | 2.550000 | 564.000000 |
| Boozt | 12 | 0.000000 | 1668.000000 | 14.000000 | 0.850000 | 1653.999996 |
| Fastighetsbolag. Emilshus Pref | 21 | -0.180000 | 574.350000 | 12.350000 | 2.200000 | 562.000005 |
| OEM International B | 7 | 0.390000 | 539.700000 | 11.700000 | 2.220000 | 527.999997 |
| Eastnine | 4 | 0.000000 | 502.400000 | 11.400000 | 2.320000 | 491.000000 |
| Securitas B | 6 | -0.150000 | 577.920000 | 7.920000 | 1.390000 | 570.000000 |
| Karnov Group | 9 | 0.500000 | 543.600000 | 7.600000 | 1.420000 | 536.000004 |
| Norva24 Group | 16 | 0.760000 | 550.400000 | 7.400000 | 1.360000 | 543.000000 |
| Creaspac SPAC | 6 | 0.420000 | 579.600000 | 2.600000 | 0.450000 | 577.000002 |
| Coor Service Management Hold. | 8 | -0.300000 | 533.600000 | 1.600000 | 0.300000 | 532.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | -0.100000 | 247.440000 | 1.440000 | 0.590000 | 246.000000 |
| CTEK | 13 | 0.760000 | 533.130000 | -0.870000 | -0.160000 | 533.999999 |
| Handelsbanken A | 5 | 0.560000 | 542.750000 | -3.250000 | -0.600000 | 546.000000 |
| Midsona B | 63 | 1.120000 | 567.630000 | -15.370000 | -2.640000 | 582.999984 |
| Essity B | 2 | -2.470000 | 545.400000 | -28.600000 | -4.980000 | 574.000000 |
| International Petroleum Corp. | 5 | -0.360000 | 550.500000 | -44.070000 | -7.410000 | 594.565215 |
| Essity A | 4 | -2.330000 | 1092.000000 | -57.000000 | -4.960000 | 1149.000000 |
| Vivesto | 1368 | 3.130000 | 550.210000 | -62.790000 | -10.240000 | 612.999432 |
| Sampo Oyj SDB | 7 | -1.280000 | 3766.000000 | -84.000000 | -2.180000 | 3850.000000 |
| Beijer Electronics Group | 26 | -8.940000 | 2860.000000 | -111.000000 | -3.740000 | 2971.000006 |
| Fasadgruppen Group | 35 | 0.000000 | 3633.000000 | -178.000000 | -4.670000 | 3810.999990 |
| OX2 | 18 | 0.380000 | 1408.500000 | -255.500000 | -15.350000 | 1663.999992 |
| Axfood | 13 | -3.160000 | 3463.200000 | -292.800000 | -7.800000 | 3756.000001 |
| Ovzon | 52 | 0.000000 | 2761.200000 | -600.800000 | -17.870000 | 3361.999992 |
| TOTAL | 45914.870000 | -973.700000 | -2.71446% | 46888.564618 |
Updated:¶
'2023-01-26 16:41:12.322557'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
